Your First 90 Days with us: A Step-by-Step Guide
Learn what to expect when working with a financial advisor, from your initial call through to your tailored recommendations.
Days 30–60 – Reviewing What You Already Have
Once you have accepted our proposal and appointed Clarity Wealth Limited, the detailed work begins.
We start gathering information from your existing pension, investment and other relevant providers.
(Please note if you don’t have anything to review then the turnaround process decreases to a couple of weeks for us to complete our research and book a recommendation meeting with you to present our findings).
We then carry out a detailed assessment of what you already have. That can include reviewing charges, investments, risk, performance, pension features, guarantees, protected benefits and other important terms.
We do not assume something should be moved simply because it is old. Some existing pensions and investments can contain valuable features that may be lost if they are transferred or replaced. That is why this stage is deliberately thorough.
The exact timescale can vary depending on the complexity of your circumstances and how quickly third-party providers supply the information we need.
Your 90-Day Journey
